Picture277X277When you make an appointment with us, you will always meet personally with Attorney I. Jay Katz.  Over the years of his practice, Jay has extensive experience in the preparation of complex and simple Federal and state tax returns for individuals and entities, tax planning, negotiating installment agreements, non-collectable status and offers in compromise with the IRS and the state.  Additionally, Jay has represented numerous clients in Federal and state tax audits and before the U.S. Tax Court.  Proficient in QuickBooks, Jay has used this knowledge to identify and correct bookkeeping and accounting errors in a client’s books that had often contributed to or compounded the client’s tax problems.  In some cases, the correction of these errors favorably resolved the matter for the client.

As an estate planner, Jay has designed plans for estates of every size.  Because there is no one estate plan that fits every estate, Jay’s approach is to individualize each estate plan to meet the specific needs of the individual.  The array of estate planning documents he prepares include wills and trusts, durable powers of attorney, living wills and healthcare powers of appointment. 

In addition to being a tax and estate planning attorney, Jay was previously a full time and adjunct law professor at Widener and Temple Law Schools.  In 16 years of teaching, some of the courses Jay taught included income tax for individuals and entities, business tax planning, income tax of trusts and estates, wills and trusts, estate planning and estate taxation.   Also a prolific writer, Jay has most recently written the following law review articles:  An Offer in Compromise You Can’t Confuse:  It is not the Opening Bid of a Delinquent Taxpayer to Play Let’s Make a Tax Deal with the Internal Revenue Service, 81 Miss. L. J. 1673 (2012), The Untold Story of Crane v. Commissioner Reveals an Inconvenient Tax Truth:  Useless Depreciation Deductions Cause Global Basis Erosion to Bait A Hazardous Trap for Unwitting Taxpayers, 20Virginia Tax Rev. 559 (2011) and The William O. Douglas Tax Factor:  Where Did the Spin Stop and Who Was He Looking Out For?, 3 Charlotte Law Rev. 133 (2012).